At a Glance
- Tasks: Help clients find the best mortgage options and build strong relationships.
- Company: Join Peter Alan, a leading estate agency in Swansea with a supportive culture.
- Benefits: Enjoy competitive pay, industry-leading training, and all-expenses-paid trips for top achievers.
- Other info: We celebrate diversity and encourage everyone to apply, even if you don't meet every requirement.
- Why this job: Kickstart your career with transparent progression and a motivating team environment.
- Qualifications: Bring a positive attitude, resilience, and a full UK driving licence.
The predicted salary is between 28000 - 42000 £ per year.
Trainee Mortgage Advisor
Peter Alan in Bridgend offers structured and transparent progression opportunities – Competitive basic salary – OTE year one £35,000 - £50,000 realistic and achievable – Warm leads – Industry leading training – Agile and nimble IT systems
What’s in it for you as our Trainee Mortgage Advisor?
- Full support and training provided to become CF1&CF6 qualified and achieve CAS/RMA status.
- Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
- Transparent and fair progression structure allowing you to forge a true career.
- Highly skilled and experienced management team.
- Competitive basic salary with a realistic year one OTE of £35-50k.
- Central Admin Support and agile IT tools to help you succeed.
- Supportive encouraging and rewarding environmen t – We invest in you!
- All expense paid trips for top achievers.
Key responsibilities of a Trainee Mortgage Advisor:
- Building relationships with the Estate Agency team through training and support.
- Take part in regular team meetings to discuss best practice and build relationships.
- You will conduct 2 to 3 appointments a day.
- Providing advice on a range of products and services to meet your customers’ needs.
- You will also be attracting new customers and business whilst being motivated to achieve professional goals within a result-driven environment.
Skills and experience required to be a successful Trainee Mortgage Advisor:
- Resilient, positive and a friendly can-do attitude
- Strong track record in generating new sale s and following through to completion
- Motivated to be successful
- Always doing the right thing by the customer
- Able to work under pressure and build strong alliances
- Attention to detail
- Good customer services skills
- Full UK driving licence
Connells Group is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.
Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.
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Trainee Mortgage Advisor in Bridgend employer: Peter Alan
Peter Alan in Swansea is an exceptional employer, offering a supportive and rewarding work environment where you can thrive as a Trainee Mortgage Advisor. With industry-leading training, transparent progression opportunities, and a competitive salary structure, we invest in your growth and success. Join us to build meaningful relationships and achieve your professional goals in a dynamic team culture that celebrates diversity and inclusivity.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Mortgage Advisor in Bridgend
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Peter Alan. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee Mortgage Advisor in Bridgend
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Peter Alan.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Peter Alan
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Peter Alan.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Peter Alan.
